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Maidstone Wealth Management, LLC

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Maidstone Wealth Management, LLC

Maidstone Wealth Management is a New York State Registered, fee-only financial advisor. We provide tailored investment plans to meet your specific goals.

11/30/2022

https://maidstone-wm.com/index.php/2022/11/30/do-you-understand-your-investment-portfolio/

Do You Understand Your Investment Portfolio? Maidstone Wealth Managment, LLC Like many of you, I’m so upset about the collapse of crypto: NOT! As the recent bankruptcy of FTX and other crypto currencies and related companies demonstrated, much of the wealth in the crypto space was at worst a Ponzi...

06/03/2021

http://maidstone-wm.com/index.php/2021/06/03/go-ahead-call-me-progressive/

Go Ahead, Call Me Progressive! Maidstone Wealth Managment, LLC Somehow being labeled a “progressive” has become a pejorative in certain circles, but I’m not concerned. One definition I found and how I like to consider my thoughts on the subject is “favoring or advocating progress, change...

04/08/2021

http://maidstone-wm.com/index.php/2021/04/08/market-commentary-for-the-quarter-ended-march-31-2021/

Market Commentary for the Quarter Ended March 31, 2021 Maidstone Wealth Managment, LLC The markets continued to climb during the first quarter with the S&P 500 Index gaining 5.8% and sitting at all-time highs, although many growth and stay-at-home stocks that were big winners during the pandemic did...

12/01/2020

http://maidstone-wm.com/index.php/2020/12/01/thoughts-for-giving-tuesday-and-the-approaching-year-end/

Thoughts for Giving Tuesday and the Approaching Year-End Maidstone Wealth Managment, LLC Retirement Plan Contributions and Distributions Make every effort to max out company retirement plan contributions. If you receive a bonus, put what you can towards your 401(k) plan which has a 2020 maximum of $...

11/12/2020

http://maidstone-wm.com/index.php/2020/11/12/investing-in-and-for-the-future/

Investing in and for the Future Maidstone Wealth Managment, LLC For the last several years, I’ve been tasked with investing my clients’ assets to better their financial futures. While I believe in capitalism and that private investment tends to direct money more efficiently to profitable busines...

07/08/2020

http://maidstone-wm.com/index.php/2020/07/08/market-commentary-for-the-quarter-ended-june-30-2020/

Market Commentary for the Quarter Ended June 30, 2020 Maidstone Wealth Managment, LLC The recovery in equity and bond markets during the second quarter was almost as dramatic as the crash during the latter half of the first quarter. Unprecedented monetary and fiscal stimulus programs coupled with nu...

01/14/2020

http://maidstone-wm.com/index.php/2020/01/14/financial-resolutions-for-the-new-year/

Financial Resolutions for the New Year! Maidstone Wealth Managment, LLC As the calendar turns to each new year, inertia often trumps good intentions. Whether it means getting to the gym more often, putting the phone down during family dinners or reviewing your financial plan. Since I haven’t had a...

06/28/2019

Good article on the importance of Estate Planning.

Over the years, I’ve met with people who “only needed a financial plan, not an estate plan” or “didn’t need a financial plan, just some help with estate planning.” To help clarify the role of estate planning in the financial planning process, it’s important to debunk some of the most c...

05/22/2019

https://www.wsj.com/articles/father-of-the-401-k-says-successful-saving-habits-start-early-11558467971

Ted Benna, who invented the 401(k) account forty years ago, said he has found successful savers aren’t always top earners, many of whom can wind up spendthrifts. ‘The key is learning early in life what you’re going to be,’ he said.

Address

4 East Main Street, Suite B
Cambridge, NY
12816

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+15186777358

Website

http://www.maidstone-wm.com/

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